--- title: "Attach a Document to an Existing Transaction in Documents to Process" slug: "attach-document-to-existing-transaction-in-documents-to-process" description: "Link a Documents to Process document to an existing transaction using the Attach button or the Actions dropdown menu." updated: 2026-01-29T12:00:26Z published: 2026-01-29T12:00:26Z canonical: "docs.restaurant365.com/attach-document-to-existing-transaction-in-documents-to-process" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Attach a Document to an Existing Transaction in Documents to Process Documents can be attached to existing transactions in Restaurant365 in two ways: - From the [Documents to Process page](/doc/docs/documents-to-process-page) - Directly from a transaction record Both methods attach a document to a transaction for reference or record keeping. Once attached, the document is removed from Documents to process and stored with the transaction. Use the Documents to Process option when a document already exists in the queue and needs to be matched to a transaction. Use the transaction record workflow when reviewing or editing a transaction and attaching supporting documents at the same time. --- ## Security Users must have the following permission to attach documents to existing transactions: - Accounts Payable → Docs to Process → Edit Docs to Process Documents These permissions can be added to [custom user roles](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-access-report) can be used to determine which user roles or users already have these permissions assigned. For more information, see [User Setup and Security](/doc/docs/user-setup-security-and-location-access). --- ## Attach a Document to an Existing Transaction in Documents to Process To attach a document to an existing transaction from the [Documents to Process page](/doc/docs/documents-to-process-page), follow these steps: *Click steps to expand for additional information and images.* ****1)** Navigate to the [**Documents to process page**](/doc/docs/documents-to-process-page).** A) Open the **Accounting** application. B) Expand **Accounts payable**. C) Select **Documents to process.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-OKJ19OC5.png) ****2)** In the **Actions** column, select **attach.**** Attach is the primary action for all document types except AP invoices and credit memos. Attach is available for AP invoices and credit memos in the action bar and in the [Draft Transaction screen](/doc/docs/draft-transaction-details). ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-21R0L0B9.png) To **attach multiple documents**: A) **Check** the desired **documents**. B) Then select the **attach button from the action bar**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-7IXYTHJN.png) ****3)** In the **Transactions** view, select **attach** in the desired transaction row.** The Transactions view is filtered by default to show transaction types that match the document type. This filter affects which transactions appear, but documents can be attached to any transaction. Adjust the filter to view and select other transaction types. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-XULCJO8G.png) Documents attached from Documents to Process are removed from the queue after attachment. --- ## Attach a Document from the Transaction Use this process when working directly in a transaction and attaching supporting documents at the same time. ### Supported transaction types: - [Journal Entry](/doc/docs/journal-entry-record) (excluding the classic version) - [Payroll Journal Entry](/doc/docs/payroll-journal-entry-record) (excluding the classic version) - [AP Payment](/doc/docs/ap-payment-record) (excluding classic version) - [Bank Transfer](/doc/docs/bank-transfer) The example below uses a journal entry, but the same steps apply to all supported transaction types. To attach a document from the transaction record, follow these steps: *Click steps to expand for additional information and images.* ****1)** Open the desired transaction.** Locate the transaction from one of the following pages: - All Transactions - AP Transactions (AP Payment only) - Journal Entries - Payroll Journal Entries - Invoices ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-FWXVWDZD.png) ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-09CPLJ1E.png) Or create a new transaction from the **Create** menu. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-Z2UAG15K.png) ****2)** In the transaction record, select the **Attachments** tab.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-PWMO7BX5.png) ****3)** Click **Attach Existing Document**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-QEYP6DEI.png) ****4)** Select **one or more** **documents** to attach to the transaction.** The Documents to Attach panel is automatically filtered to match the document type of the current transaction. This filter controls which documents are shown by default. Documents are not restricted by transaction type, and the [filter can be adjusted](/doc/docs/filtering-tables) to select any available document. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-A7CR997A.png) To adjust the filter, click the **Filter** option in the table menu. Learn more about working with [table filters](/doc/docs/filtering-tables). ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-FFP5SWN2.png) ****5)** Select the **paperclip button** to **attach** the selected document(s).** All selected documents will be attached to the transaction. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-X6MG51QW.png) ****6) Save** or **Approve** the transaction if it is newly created.** New transactions must be saved or approved to retain attached documents. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-PPGSERGF.png) > Attachments to existing transactions are saved automatically. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-IFK6SB9L.png)